Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | G MASON GROUP LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 11 | 2024 | |
| 002 | G MASON GROUP LLC PROFIT SHARING PLAN I | ProfitSharing | $234K | 11 | 2024 | |
| 003 | G MASON GROUP LLC PROFIT SHARING PLAN II | ProfitSharing | $99K | 12 | 2024 |